what's new in unifier 16.1

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Oracle Primavera What’s New in Primavera Unifier 16.1

Ray McEntee - Director, Product Strategy Krishna Madhuvarsu – Director, Product Strategy April, 2016

Oracle Confidential – Internal/Restricted/Highly Restricted

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Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.


Summary

• Mobile Application

• Primavera Unifier Gateway Provider Enhancements

• Project Controls Base Configuration

• PM Book Templates

• Primavera Analytics

• Custom Report Enhancements

• AutoVue 3D Support

• Usability Enhancements


Mobile Application

Oracle Confidential – Internal/Restricted/Highly Restricted 5


Primavera Unifier for iOS


• Key Features – Review the tasks and send them to

next step in the workflow.

– Create Business Process records on Project or Company level.

– Attach pictures to record right from the filed where the work is happening.

–Work on your Tasks or create new records online or offline.

– Available on iPhone and iPad

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Oracle’s Primavera Unifier Mobile 16.1 Key Features & Benefits

• Benefits – Cut down the paper work and manual

effort updating tasks.

– Faster turnaround times responding to tasks.

– Access key task information wherever you are.

– Executives can now review and approve the key organizational processes on the go.


• View list of all the tasks for the mobile enabled BPs.

• Review, update the information and submit the tasks for next step in the workflow.

• Attach pictures right from the worksite.

• Access Tasks even when offline.

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Oracle’s Primavera Unifier Mobile 16.1 Task Management

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 9

Oracle’s Primavera Unifier Mobile 16.1 Task Management


• View available Projects and associated BP Logs based on the user permissions.

• Create Simple and Line Item type records Online and Offline.

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Oracle’s Primavera Unifier Mobile 16.1 New Business Process Records


Oracle’s Primavera Unifier Mobile 16.1 New Business Process Records


• Create new records or update tasks locally when offline.

• Sync the local changes when online.

• View sync statistics to visualize the volume of changes since last refresh.

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Oracle’s Primavera Unifier Mobile 16.1 Offline


Oracle’s Primavera Unifier Mobile 16.1 Task Management on iPad


Oracle’s Primavera Unifier Mobile 16.1 New Records on iPad


Step1

•Enable the BP for Integration

Step2

•Mobile Enable the BP in Configuration section

Step3

•Pre-configure the user assignments on Workflow steps

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Oracle’s Primavera Unifier Mobile 16.1 Enabling BPs for Mobile Access

Step1

• Enable the BP for Integration

Step2

• Enable the BP for Mobile in Configuration section

Workflow Non-

Workflow


Primavera Unifier Gateway Provider



Use Case

• Provide the ability to be able to use Primavera Gateway to synchronize Primavera Unifier business processes with external systems via Primavera Gateway.

• Provides a means to create an integration with an external system without have to code the integration.

• Typically this is used to create Contracts, Change Orders and Payment applications in the corporate ERP System and to receive Payment Information back from the ERP system.


Primavera Gateway – Business Objects

BPs and Shells that are

supported within Gateway

are listed.

These objects can be deployed to the Unifier Generic

Objects within the Gateway Dictionary


Primavera Gateway Unifier Dictionary

Depending on the type of BP, the fields will be

added to the corresponding Business

Object


Primavera Gateway Dictionary

Using Business Flows and Mappings within Primavera Gateway,

the data from Primavera Unifier

can be mapped into the corresponding

object. The provider on the other side

can then then map into their objects


Unifier Provider Object

Possible Gateway Objects

Company Simple VendorEvaluation

Company Line Item Vendor, Timesheet

Company Line Item Detail VendorDetail, TimesheetDetail

Company Costs BlanketPurchaseOrder

Company Costs Detail BlanketPurchaseOrderDetail



Project Simple ProjectInformation

Project Commits BudgetChangeOrder, BudgetItem, Contract, PurchaseOrder, WorkRelease, ChangeOrder, POAmendment

Project Commits Detail BudgetChangeOrderDetail, BudgetItemDetail, ContractDetail, PurchaseOrderDetail, WorkReleaseDetail, ChangeOrderDetail, POAmendmentDetail

Available Mappings within Primavera Gateway




Project Invoices Invoice, PaymentApplication, PaymentApplicationtoOwner

Project Invoices Detail InvoiceDetail, PaymentApplicationDetail, PaymentApplicationtoOwnerDetail



Other Project Costs Estimate, BudgetApproval, BudgetChange, BudgetTransfer, PotentialChangeOrder, JournalEntry, Payment, PaymentFromOwner, RiskAndIssue, FundAppropriation

Other Project Costs Detail EstimateDetail, BudgetApprovalDetail, BudgetChangeDetail, BudgetTransferDetail, PotentialChangeOrderDetail, JournalEntryDetail, PaymentDetail, PaymentFromOwnerDetail, RiskAndIssueDetail, FundAppropriationDetail





Project Document RequestForSubstitution

Project Document Detail RequestForSubstitutionDetail



Project Controls Base Configuration



New Base Configuration

• Now contains two starting templates – Owner

– Contractor

• Both templates provide significant starting points for customers to configure Unifier based on their requirements.

• New Contractor template includes 46 Business Processes, the majority of which are new.

• Owner template contains 44 Business Process many of which have been updated/replaced since 15.2.


New Base Configuration

• Setup configuration now uses standard group names rather than generic groups.

• Incorporates more recent functionality – Summary Payment Application type SOVs

– Activity Sheets

– Summary Sheets within Cash Flow

• New Project Dashboards with drill down capabilities added.


Owner Project


Contractor Project


PM Book Templates



PM Book Templates

• Since every Asset will have a related PM Book that is based on a template, if you need to change all PM Books for a type of asset it is an extremely time consuming effort.

• This enhancement allows you to push changes from a PM Book template to all PM Books that were created from the template.

• This will significantly reduce the effort required and will ensure all PM Books are updated.


Business Process Update

New node in the

navigation

After pressing New the user selects which

template is the source of the push.


Business Process Update – General Tab

User then provides a name for the update

and when it is scheduled to be run.

The tabs represent the Upper and all the tabs

of the template.


Business Process Update – Main Form

All the fields from the Upper form

that can be pushed are displayed. The

user can then select which ones are to be pushed.

A read-only version of the

template can be viewed


Business Process Update – Tabs

A read-only version of the template lines can be viewed

The lines to be updated can be

selected. If a line does not exist it will be added.

The user can then select

which fields are to be pushed.


PM Book Templates

• After the push, Unifier will recalculate when the next work orders are to be created.

• It will take into account any new families that are created.

• Line items cannot be deleted, but they can be set to a status that does not generate a work order.


Primavera Analytics



Primavera Analytics

• Include Space and Level data from Primavera Unifier into Primavera Analytics

• Quickly identify the amount of space available and where that space is located.

• Report on rental income from all properties and drill down into specific properties in order to identify the most profitable.

• Work Order Analysis


New Space Manager configuration

User can select which Spaces to

include


Space Data

User can select what data from the Spaces will

be sent to Analytics.


Level Data

User can select what data from the Level will be sent to Analytics.


Space Manager Example 1


Space Manager Example 2


Custom Report Enhancements



Creating Custom Reports in BI Publisher

• Provides an easier way to create Data Models over the Primavera Unifier Data Views.

• Can take advantage of the power of BI Publisher to format the reports.

• Can schedule reports directly in BI Publisher.

• Can be synchronized with Primavera Unifier to allow users to run the reports.


Reports created in BI Publisher

In the Configurator you define which

folder contains the user created reports.

User can create their own Reports and

Data Models


Configure the BI Publisher Reports

Synchronizing will make the reports accessible within

Unifier

Report from BI Publisher now just

needs to be published and

permissions granted.


Oracle AutoVue 3D



AutoVue 3D

• Providing the ability for customers to use AutoVue 3D in order to view and markup 3D models.

• Accessible from the Document Manager and from Business Processes.

• Currently only support either all users using 2D or 3D. Do not currently support a mixed model.


Document Manager – Uploaded 3D Models


AutoVue 3D


Usability Enhancements



Unifier in browser tab


Left and Top Navigation

Look and feel updated to be in line

with other PGBU Products


Email Format

The look of emails from Unifier have been

enhanced to follow the same look and feel of

Primavera Unifier forms


Multiple Proxies


File Transfer Option removed

15.2 16.1


Cost Sheet Split

Cost Sheet now splits at the end of the Cost

Name and scrolls the right hand side to the

next column


Task Log

Two new columns. First to display the

attachments to the record and the second

to display the workflow.


Record Attachments from the Task Log


Workflow History from the Task Log


Workflow Progress access

Workflow Progress now available

directly from the in-process record.


New Upload

User can browse to add files.

The user can also drag and drop files

and folders onto the main area


Drag and dropping files to upload

When files are dragged on the

main area they are notified if successful


Create new folders

With the Document Manager the user can

add new folders


Level Viewer

Drawing and Spaces still available.

In order to improve performance the

Levels log no longer shows the drawing.


QBT on Business Process for Spaces

This lists all the Usable Spaces that this Employee has

been assigned.


QBT on Space for Business Process Records

For this Usable Space this lists all

the Employees that have been

assigned.


Summary Payment Applications - Grids

Contracts and Change Orders of this SOV type now

support grids.


Summary Payment Applications - Integration

New CA line to support the

Cost Allocation

CSV Import

New tags in web service xml

definition

Web Service Integration


BI Publisher Custom Prints in BP Setup

Custom Prints created using BI Publisher can

now be used within the BP Setup.


Technical Enhancements



• For on premise customers only.

• With Oracle Database 12c it is possible to store large documents in the database in an efficient manner.

• The configurator now allows you to configure the database as a Repository

Support for documents in the database


• Two new parameters have been added – define the maximum size of a file that

can be uploaded.

– Configure what files extensions are to be blocked (.exe is blocked by default).

Additional Repository Parameters


Resending Emails

• Currently if the email server was not accessible, Primavera Unifier would attempt to send the emails and if the server was not accessible the email could be lost.

• With 16.1, if we cannot send an email due to the server not being available, we will store the email in the database and re-send when the email server is available.


Safe Harbor Statement

The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.